JNBA Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

JNBA Financial Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25	Closed	-$1.21K	–	673
2025 Q1	$1.21K	Buy	+25	New	+$1.2K	﹤0.01%	614
2022 Q3	–	Sell	-645	Closed	-$31K	–	716
2022 Q2	$31K	Hold	645	–	–	﹤0.01%	335
2022 Q1	$31K	Hold	645	–	–	﹤0.01%	348
2021 Q4	$33K	Hold	645	–	–	﹤0.01%	350
2021 Q3	$33K	Hold	645	–	–	﹤0.01%	342
2021 Q2	$33K	Hold	645	–	–	﹤0.01%	335
2021 Q1	$33K	Hold	645	–	–	﹤0.01%	328
2020 Q4	$33K	Sell	645 -106	-14%	-$5.46K	0.01%	302
2020 Q3	$39K	Buy	751 +106	+16%	+$5.47K	0.01%	263
2020 Q2	$33K	Hold	645	–	–	0.01%	275
2020 Q1	$33K	Buy	+645	New	+$32.5K	0.01%	260

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JNBA Financial Advisors's ISTB Position: Q2 2025 in Review

JNBA Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 25 shares — an estimated $1.21K sold.

JNBA Financial Advisors first reported a position in ISTB in Q1 2020 and held it in 11 quarters. The position peaked at $39K in Q3 2020. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

JNBA Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 25 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $1.21K.
JNBA Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 11 quarters.
JNBA Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $39K in Q3 2020.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.